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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

tim@emorningcoffee.com

Dec 9, 20236 min read

Week ended Dec 8, 2023: eyes on central bank policy meetings

It was a week of mixed economic news in the US, with a strong labor market clobbering the short end of the UST curve. Equities didn't care.

tim@emorningcoffee.com

Feb 25, 20234 min read

WEEKLY: Inflation, inflation, inflation!

Inflation data weighed on markets again this week, with the S&P 500 declining for the 3rd consecutive week and UST yields pushing higher.

tim@emorningcoffee.com

Dec 18, 20226 min read

WEEKLY: Actions speak louder than words

The Fed, ECB and BoE all did exactly as predicted, but comments following press releases were decidedly hawkish. Markets puked on this.

tim@emorningcoffee.com

Sep 3, 20226 min read

Week ended Sept 2nd 2022

August was a month of two halves, with unfortunately the second half being a reversal of fortune and a massive fade heading into Sept. Ugh!

tim@emorningcoffee.com

Nov 30, 202110 min read

Three books worth reading

One of the many things that I have enjoyed doing since I left the grind of working at large financial institutions is reading things...

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